Junior Investment Accountant (Wealth)

  • Location
    Leatherhead, Surrey
  • Category
    Accountancy (Qualified) - Accountancy Practice
  • Contract Type
  • Salary
    £ 24000 - £ 27000 / Year
  • OrganizationType

Assistant Investment Accountant (Wealth)

Are you studying or qualified in AAT?

Do you have an interest in Wealth?

If so……please read on!

£24,000 - £27,000 plus 25 days holiday, pension, private medical insurance, free on-site gym, dress down Fridays and much more!

Leatherhead with on-site parking

Full time, Hybrid working

Start date: Asap!


A rare opportunity to join a professional accounting firm who is looking for a Junior Investment Accountant. You will ideally have experience of working in practice or experience within a financial role.

The Wealth team delivers regular investment analysis to individuals and families, consolidating their entire net worth. Report types include wealth consolidation, investment performance, expenditure analysis and management accounts.

Their clients are typically Ultra High Net Wealth (UHNW) individuals or families, each of whom are unique and all require a precisely tailored service.

Sounds interesting?...Daily duties include:

  • Bookkeeping client accounts

  • Responsibility for data integrity

  • Performing reconciliation of bank records vs systems

  • Working closely with the investment accountants, to sign off on client records

  • Assisting in the preparation of wealth reports, performance reports, expenditure analysis and management accounts

  • General administration on behalf of clients

  • Cash flow analysis and raising payments

  • Day to day filing and archiving

  • Development of processes and procedures to accommodate changing client requirements

To be successful in this role you'll have:

  • Have previous bookkeeping or back-office experience

  • Have the desire to always produce work of the highest quality on a timely basis

  • Have strong IT skills

  • Be interested in an accounting or investment career.


  • Experience with general ledger or investment software

  • Experience within financial services, such as fund administration/accounting

  • Knowledge of more technical financial instruments

  • Client service experience, especially with private clients

If this is for you then you should apply today! If you know someone else who may be suitable, please pass on their details or ask them to apply!

Click on the apply button or call me, Katie Sandford for more information on the role on 0208 542 6688.

Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.

By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.

To speak to a recruitment expert please contact Katie Sandford